FREE SEMINAR

PLANNING AND PAYING FOR COLLEGENavigating Investment and Borrowing Options

With Jen Rosier and Jerry Breen

WEDNESDAY, DEC 5​7-8:30 PM52 Great Road, Bedford

You've been thinking about how to pay for college since the day they were born, but do you know all of your options and the pros and cons of each? There are investment/saving options you may not be aware of, plus there are steps you can take along the way to maximize scholarships and earn more financial aid, while managing your assets wisely. In this joint session, Financial Advisor Jerry Breen and college admissions expert Jen Rosier will discuss how sound investments strategies combined with smart college selections can minimize your out of pocket costs for higher education.

What are the best investment and savings vehicles for younger kids versus those close to attending?

What are the differences between the FAFSA and CSS financial aid forms and what can I do to improve my chances of receiving financial aid?

How to maximize your chances for academic scholarships, even for B students

How should I factor in financial aid versus savings/investments versus the loan options available when planning for college?

Jen RosierFounder​ PrepU Admissions

Jen has been helping students prepare for their post-high school careers for more than 25 years. As a college admissions consultant and test prep expert, Jen has personally guided more than 4,000 families through the college admissions process. She and her team bring to the task a track record of success, pragmatic approaches, and a deep and genuine interest in helping each individual to meet his or her potential. Author of the SAT Writing and Reading Guide, Jen is also the developer of the Tutor Doctor Global Test Prep Program. The mother of 4 children including two college students, Jen thinks of herself as "in the trenches" with her clients and their children. She takes special interest in working with students with learning differences. Jen holds a magna cum laude Bachelor of Arts in French Literature and English degree from Tufts University.

Jerry BreenFinancial AdvisorBaystate Financial​Jerry Breen is a registered investment advisor with Baystate Financial in Boston, and has been in the financial services industry for 30 years. Baystate Financial has been working with businesses and individuals for 117 years to formulate sound college funding, investment, insurance, and retirement strategies based upon your financial position. Whether we are helping articulate a planning strategy, monitoring your investments, or recommending insurance solutions to protect the family, our main objective is helping you achieve your financial goals. We realize your financial strategy is more than just college or investments, it’s providing the guidance, insight, results and service you need to secure your families’ financial future.

Sorry, this event is fully booked.We'll be offering the seminar again soon. Click below to learn about future dates!